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Distance Only Harrison, NY
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
William Brancaccio (CRD# 5959000) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Harrison, NY and has over 12 years of experience in the finance industry. William Brancaccio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph Castiglie (CRD# 5372537) is an Investment Advisor Representative working at Sykon Capital LLC in Harrison, NY and has over 14 years of experience in the finance industry.
Roman Ciosek (CRD# 2821191) is an Investment Advisor Representative working at Hightower Advisors, LLC in Harrison, NY and has over 27 years of experience in the finance industry.
Leo Cunningham (CRD# 4702201) is an Investment Advisor Representative working at Main Street Financial in Harrison, NY and has over 20 years of experience in the finance industry. Leo Cunningham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Craig Frank (CRD# 1735281) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harrison, NY and has over 36 years of experience in the finance industry.
Albertine Gibbs (CRD# 6475653) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harrison, NY and has over 9 years of experience in the finance industry. Albertine Gibbs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Hughes (CRD# 6560180) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Harrison, NY and has over 8 years of experience in the finance industry.
Philip Johanson (CRD# 1768736) is an Investment Advisor Representative working at Next Level Private LLC in Harrison, NY and has over 36 years of experience in the finance industry.
Melissa Levine (CRD# 1510638) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harrison, NY and has over 37 years of experience in the finance industry. Melissa Levine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Anthony Longobucco (CRD# 2699049) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Harrison, NY and has over 27 years of experience in the finance industry.